SEC 13F Intelligence

Trybe Capital Management LP / TSM

Trybe Capital Management LP’s Taiwan Semiconductor Manufac Position

Does Trybe Capital Management LP own Taiwan Semiconductor Manufac (TSM)? Yes — 202.3K shares worth $68M (+11.76% of its 13F portfolio) as of Q1 2026.

Position Value
$68M
Q1 2026
Shares
202.3K
% of Portfolio
+11.76%
Quarters Held
5
currently held

Position History TSM

Reported value by quarter
Q1 ’25: $32MQ1 ’25Q2 ’25: $44MQ2 ’25Q3 ’25: $56MQ3 ’25Q4 ’25: $61MQ4 ’25Q1 ’26: $68MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026202.3K$68M+11.76%
Q4 2025202.3K$61M+8.80%
Q3 2025202.3K$56M+7.54%
Q2 2025195.5K$44M+9.28%
Q1 2025195.5K$32M+8.50%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Trybe Capital Management LP’s full portfolio or all institutional holders of TSM.